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JULIAN G. OLALDE
     2310 Bellbrook Ln • Garland, TX 75040 • 214-986-9908 • julianolalde@msn.com


      Solution-Focused, Profit-Driven Sales and Multi-Site Operations Executive

    OPERATIONS/SALES LEADERSHIP │HIGH-TRUST RELATIONSHIPS │STRATEGIC ALLIANCES

Accomplished multi-lingual, multi-cultural business leader with record of focused, growth-oriented
strategic leadership that boosts profitability and speeds time to market and in highly competitive and
under-utilized markets. Strong ability to empower, lead and motivate teams to peak performance. Expert
in applying a consultative, solution-based selling and operations approach and building high-trust
relationships. Talent for conceptualizing, planning and executing effective sales and business expansion
strategies through vision, leadership and value creation. Known for exceptional communication,
collaboration and negotiation skills, supported by equally strong ability to win trust and confidence from
internal and external customers.
                                     SUMMARY OF KEY STRENGTHS

     Multi-Site Operations Management                 Business Development/Account Expansion
     Profit and Loss Analysis                         Latin American Market
     Process Optimization                             Staff Retention/Recruiting/Training
     Customer Relationship Management                 Portfolio Management
         Budgeting/Forecasting                            Sales Operations/ Market Penetration
     Labor Relations/Compliance                       Strategic Marketing and Planning
     Program/Product Management                       New Product Launch/ Post Sales Support



                   PROFESSIONAL EXPERIENCE AND ACHIEVEMENTS

HSBC - HSBC Credit Centers                 Dallas/Houston, TX                               2007 - 2009
HSBC Credit Center, Inc., an indirect subsidiary of HSBC North America Holdings Inc., one of the world's
largest banks by assets, providing consumer and commercial banking services, credit cards, asset
management, private banking, securities underwriting and trading, insurance, and leasing.

Vice President
•    Oversight of an $87+M portfolio; 8 Assistant Vice Presidents and 45 professionals in Dallas and
     Houston.
•    Served as 1 of 3 Districts within the U.S. that specialized in the Hispanic market.
•    Spearhead proactive sales processes for diverse loans, researched competition and ensured best
     market pricing and terms.
•    Supervised corporate strategic plan, as well as State/Federal regulations are enforced district-wide.
•    Developed the market plan, targeting specific demographics and utilizing multiple promotions to
     capture additional market share.
•    Analyzed monthly P&L to forecast data and constantly upgrade sales and marketing operations.
•    Lead in-depth research of housing market to fulfill client need with new products
•    Responsible for HR functions including recruitment, training and employee development. Became
     SME in consumer loan processes. Initiated weekly benchmarks to improve sales productivity.

SIGNIFICANT ACHIEVEMENTS:

      Led through motivation, coaching and market knowledge. Directed 8 retail branches and 53
employees to met compliance, sales, reporting, audit and recruiting standards set by upper
Julian G. Olalde                                                                            Page Two

     management. Successfully drove results and exceeded expectations by focusing on key team
        development and leadership components.

     Implemented a division-wide training program for employees and executives. Communicated the
        benefits by analysis reports, statistics and processes which increased sales to $353k in 2008;
        $141,200 went to the bottom line.

     Increased sales by 5% over prior year’s production and increased awareness and contributed to
        corporation net profit by implementing a standardized process to offer insurance. Spearhead a
        team that analyzed financial reports, market and processes. Monitored daily progress and
        reviewed files to insure proper process was being followed.

Home Funds Direct                              Irving, TX                                   2006 - 2007
Home Funds Direct is the retail division of Accredited Home Lenders, Inc., a nationwide mortgage
banking firm headquartered in San Diego, California. Retail operations of nearly $1.6 billion making the
company one of the fastest growing lenders in the mortgage industry.

Sales Manager
•   Led a call center office operations, supervising client interaction, sales and served as a liaison to
    several departments.
•   Managed 9 loan officers and processors in verifying loan stipulations according to company and
    government policies.
•   Worked with vendors to build relations in the appraisal and title departments. Was responsible for
    starting bilingual department from ground up including processing, sales, coaching and training.
•   Monitored compliance, sales results and training was kept up to date.

SIGNIFICANT ACHIEVEMENTS:

     Launched new program with the Chamber of Commerce and Universities and lead managers to
        get involved with organizations around community to increase awareness among Hispanic
        people. Successfully directed an all-bilingual district. Increased sales over other retail branches
        and developed and trained each member in compliance, sales, audit and customer service.

Nationstar                                    Lewisville, TX                                2005 - 2006
Nationstar Mortgage, headquartered in Dallas, Texas, is one of the nation’s leading mortgage lenders
and employs more than 750 mortgage professionals, services over 90,000 loans totaling more than $12B.

Branch Manager
•   Led Call Center branch with 9 loan officers; specialized in east coast and southern regions. Managed
    training and development of each employee and accountable for generating $1M in revenue/month.
•   Researched market to ensure competitive pricing, product portfolio and outsold other lenders.
•   Analyzed financial reports and developed a better marketing strategy.

HSBC - Beneficial                             Carrollton, TX                                2000 - 2005

HSBC – Beneficial is an indirect subsidiary of HSBC North America Holdings Inc., one of the world's
largest banks by assets, providing consumer and commercial banking services, credit cards, asset
management, private banking, securities underwriting and trading, insurance, and leasing.

Assistant Vice President                                                                    2002 - 2005
•   Led 4 account executives to capture key contracts in personal, auto and real estate loans.
•   In charge of a $20M portfolio and monitoring of monthly P&L to insure branch was profitable.
•   Reviewed financial reports, audit reporting, P&L and accounts to ensure current data and accuracy.
Julian G. Olalde                                                                           Page Three

•   Collaborated with the auditor to maintain business and state regulations in compliance. Responsible
    for sales production, training and coaching of all employees.
•   Directed HR functions including coaching, problem resolution, sales strategy, auditing, training and
    recruiting. Anchored daily and weekly marketing strategy to drive company goals.

SIGNIFICANT ACHIEVEMENTS:

     Established Bilingual Department to focus on Hispanic market to increase growth among a
        portfolio that had not reached it's potential. Directed and trained executives in compliance, sales,
        retention, customer service and financial reporting. Worked closely with all levels of the
        organization to reduce liquidation to 8% and also improved and consolidate reports to a one page
        reports that has all information needed.

     Contributed by hiring and training more bilingual staff in branches and delivered great customer
        service which increased customer referrals.

HSBC - Beneficial                            Garland, TX                                   2000 - 2002
HSBC – Beneficial is an indirect subsidiary of HSBC North America Holdings Inc., one of the world's
largest banks by assets, providing consumer and commercial banking services, credit cards, asset
management, private banking, securities underwriting and trading, insurance, and leasing.

Management Trainee
•   In charge of learning the management side of the business while delivering monthly numbers.
    Trained in auditing, compliance, training, recruiting, managing and financial reporting.
•   Responsible for incoming Bilingual loan officers to insure proper training in the Hispanic clientele
•   Helped with daily auditing responsibilities and held daily meetings for staff. Offered real estate,
    personal and auto loans.
•   Point person for new hires if they had question in regard to their training. In charge of following the
    marketing plan set by upper management to insure the highest possible sales for the month. Helped
    with daily audit reviews.


                                             EDUCATION
        Bachelors Degree - International Business and Spanish - Friends University - Wichita, KS

                                             LANGUAGES

                                           English and Spanish

                                 LICENSES AND AFFILIATIONS
                                    Limited Lines License--Insurance
JULIAN G. OLALDE
    2310 Bellbrook Ln • Garland, TX 75040 • 214-986-9908 • julianolalde@msn.com



                                   PROFESSIONAL REFERENCES

NAME                 TITLE                   ORGANIZATION     PHONE
Derrick Udy          Collections Director    HSBC             469-878-4345
Patrick Kennedy      Senior Vice President   HSBC             540-421-2662
Luis Corral          Vice President          HSBC             512-680-5781
Mike Norwood         Owner                   Liberty Mutual   972-765-6191

                                       PERSONAL REFERENCES

NAME                 TITLE                   ORGANIZATION     PHONE
                     Assistant Vice
Baldemar Hernandez                           HSBC             469-835-1876
                     President
                     Senior Account
Blanca Mendez                                HSBC             469-438-2295
                     Executive
                     Assistant Vice
Leonel Cantu                                 HSBC             214-243-3819
                     President
                     Senior Account
Blanca Mendez                                HSBC             469-438-2295
                     Executive
                     Quality Assurance
Brenda Torres                                HSBC             915-240-1521
                     Coordinator
Rosa Serrano         Sales Assistant         HSBC             469-688-7483

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Solution-Focused Sales Leader

  • 1. JULIAN G. OLALDE 2310 Bellbrook Ln • Garland, TX 75040 • 214-986-9908 • julianolalde@msn.com Solution-Focused, Profit-Driven Sales and Multi-Site Operations Executive OPERATIONS/SALES LEADERSHIP │HIGH-TRUST RELATIONSHIPS │STRATEGIC ALLIANCES Accomplished multi-lingual, multi-cultural business leader with record of focused, growth-oriented strategic leadership that boosts profitability and speeds time to market and in highly competitive and under-utilized markets. Strong ability to empower, lead and motivate teams to peak performance. Expert in applying a consultative, solution-based selling and operations approach and building high-trust relationships. Talent for conceptualizing, planning and executing effective sales and business expansion strategies through vision, leadership and value creation. Known for exceptional communication, collaboration and negotiation skills, supported by equally strong ability to win trust and confidence from internal and external customers. SUMMARY OF KEY STRENGTHS Multi-Site Operations Management Business Development/Account Expansion Profit and Loss Analysis Latin American Market Process Optimization Staff Retention/Recruiting/Training Customer Relationship Management Portfolio Management Budgeting/Forecasting Sales Operations/ Market Penetration Labor Relations/Compliance Strategic Marketing and Planning Program/Product Management New Product Launch/ Post Sales Support PROFESSIONAL EXPERIENCE AND ACHIEVEMENTS HSBC - HSBC Credit Centers Dallas/Houston, TX 2007 - 2009 HSBC Credit Center, Inc., an indirect subsidiary of HSBC North America Holdings Inc., one of the world's largest banks by assets, providing consumer and commercial banking services, credit cards, asset management, private banking, securities underwriting and trading, insurance, and leasing. Vice President • Oversight of an $87+M portfolio; 8 Assistant Vice Presidents and 45 professionals in Dallas and Houston. • Served as 1 of 3 Districts within the U.S. that specialized in the Hispanic market. • Spearhead proactive sales processes for diverse loans, researched competition and ensured best market pricing and terms. • Supervised corporate strategic plan, as well as State/Federal regulations are enforced district-wide. • Developed the market plan, targeting specific demographics and utilizing multiple promotions to capture additional market share. • Analyzed monthly P&L to forecast data and constantly upgrade sales and marketing operations. • Lead in-depth research of housing market to fulfill client need with new products • Responsible for HR functions including recruitment, training and employee development. Became SME in consumer loan processes. Initiated weekly benchmarks to improve sales productivity. SIGNIFICANT ACHIEVEMENTS:  Led through motivation, coaching and market knowledge. Directed 8 retail branches and 53
  • 2. employees to met compliance, sales, reporting, audit and recruiting standards set by upper Julian G. Olalde Page Two  management. Successfully drove results and exceeded expectations by focusing on key team development and leadership components.  Implemented a division-wide training program for employees and executives. Communicated the benefits by analysis reports, statistics and processes which increased sales to $353k in 2008; $141,200 went to the bottom line.  Increased sales by 5% over prior year’s production and increased awareness and contributed to corporation net profit by implementing a standardized process to offer insurance. Spearhead a team that analyzed financial reports, market and processes. Monitored daily progress and reviewed files to insure proper process was being followed. Home Funds Direct Irving, TX 2006 - 2007 Home Funds Direct is the retail division of Accredited Home Lenders, Inc., a nationwide mortgage banking firm headquartered in San Diego, California. Retail operations of nearly $1.6 billion making the company one of the fastest growing lenders in the mortgage industry. Sales Manager • Led a call center office operations, supervising client interaction, sales and served as a liaison to several departments. • Managed 9 loan officers and processors in verifying loan stipulations according to company and government policies. • Worked with vendors to build relations in the appraisal and title departments. Was responsible for starting bilingual department from ground up including processing, sales, coaching and training. • Monitored compliance, sales results and training was kept up to date. SIGNIFICANT ACHIEVEMENTS:  Launched new program with the Chamber of Commerce and Universities and lead managers to get involved with organizations around community to increase awareness among Hispanic people. Successfully directed an all-bilingual district. Increased sales over other retail branches and developed and trained each member in compliance, sales, audit and customer service. Nationstar Lewisville, TX 2005 - 2006 Nationstar Mortgage, headquartered in Dallas, Texas, is one of the nation’s leading mortgage lenders and employs more than 750 mortgage professionals, services over 90,000 loans totaling more than $12B. Branch Manager • Led Call Center branch with 9 loan officers; specialized in east coast and southern regions. Managed training and development of each employee and accountable for generating $1M in revenue/month. • Researched market to ensure competitive pricing, product portfolio and outsold other lenders. • Analyzed financial reports and developed a better marketing strategy. HSBC - Beneficial Carrollton, TX 2000 - 2005 HSBC – Beneficial is an indirect subsidiary of HSBC North America Holdings Inc., one of the world's largest banks by assets, providing consumer and commercial banking services, credit cards, asset management, private banking, securities underwriting and trading, insurance, and leasing. Assistant Vice President 2002 - 2005 • Led 4 account executives to capture key contracts in personal, auto and real estate loans.
  • 3. In charge of a $20M portfolio and monitoring of monthly P&L to insure branch was profitable. • Reviewed financial reports, audit reporting, P&L and accounts to ensure current data and accuracy. Julian G. Olalde Page Three • Collaborated with the auditor to maintain business and state regulations in compliance. Responsible for sales production, training and coaching of all employees. • Directed HR functions including coaching, problem resolution, sales strategy, auditing, training and recruiting. Anchored daily and weekly marketing strategy to drive company goals. SIGNIFICANT ACHIEVEMENTS:  Established Bilingual Department to focus on Hispanic market to increase growth among a portfolio that had not reached it's potential. Directed and trained executives in compliance, sales, retention, customer service and financial reporting. Worked closely with all levels of the organization to reduce liquidation to 8% and also improved and consolidate reports to a one page reports that has all information needed.  Contributed by hiring and training more bilingual staff in branches and delivered great customer service which increased customer referrals. HSBC - Beneficial Garland, TX 2000 - 2002 HSBC – Beneficial is an indirect subsidiary of HSBC North America Holdings Inc., one of the world's largest banks by assets, providing consumer and commercial banking services, credit cards, asset management, private banking, securities underwriting and trading, insurance, and leasing. Management Trainee • In charge of learning the management side of the business while delivering monthly numbers. Trained in auditing, compliance, training, recruiting, managing and financial reporting. • Responsible for incoming Bilingual loan officers to insure proper training in the Hispanic clientele • Helped with daily auditing responsibilities and held daily meetings for staff. Offered real estate, personal and auto loans. • Point person for new hires if they had question in regard to their training. In charge of following the marketing plan set by upper management to insure the highest possible sales for the month. Helped with daily audit reviews. EDUCATION Bachelors Degree - International Business and Spanish - Friends University - Wichita, KS LANGUAGES English and Spanish LICENSES AND AFFILIATIONS Limited Lines License--Insurance
  • 4. JULIAN G. OLALDE 2310 Bellbrook Ln • Garland, TX 75040 • 214-986-9908 • julianolalde@msn.com PROFESSIONAL REFERENCES NAME TITLE ORGANIZATION PHONE Derrick Udy Collections Director HSBC 469-878-4345 Patrick Kennedy Senior Vice President HSBC 540-421-2662 Luis Corral Vice President HSBC 512-680-5781 Mike Norwood Owner Liberty Mutual 972-765-6191 PERSONAL REFERENCES NAME TITLE ORGANIZATION PHONE Assistant Vice Baldemar Hernandez HSBC 469-835-1876 President Senior Account Blanca Mendez HSBC 469-438-2295 Executive Assistant Vice Leonel Cantu HSBC 214-243-3819 President Senior Account Blanca Mendez HSBC 469-438-2295 Executive Quality Assurance Brenda Torres HSBC 915-240-1521 Coordinator Rosa Serrano Sales Assistant HSBC 469-688-7483